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South East:

James Posnett CFP™ Chartered FCSI

Certified Financial Planner

James has nearly 20 years’ experience as a Financial Planner and is a Certified Financial Planner (CFP). He joined Perspective (South East) Ltd in 2013.

He is a member of the Chartered Institute for Securities & Investments (CISI), the Personal Finance Society (PFS) and the Association of Professional Financial Advisers (APFA).

He specialises in providing financial advice to private clients, working with clients to assess and manage their investment, pension, protection and tax/estate planning needs.

James offers a professional but friendly approach, providing impartial advice to each of his clients based on their individual needs and circumstances.

The Financial Conduct Authority does not regulate taxation or trusts

James Posnett

Telephone

01323 642568

Crystal Palace Office

Foresters Hall
25 – 27 Westow Street
London
SE19 3RY

Telephone: 020 3713 8920

Eastbourne Office

Suite 18a, Pacific House
Sovereign Harbour Innovation Park
1 Easter Island Place
Eastbourne
East Sussex
BN23 6FA

Telephone: 01323 642568

Perspective (South East) Ltd, Registered in England and Wales No 07003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Ltd, 16 Shenley Pavilions, Chalkdell Drive, Shenley Wood, Milton Keynes, MK5 6LB which is authorised and regulated by the Financial Conduct Authority.

Perspective (South East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk